Estate Planning Director jobs in Greenwich, CT

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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International Estate Planning Attorney
  • Cummings & Lockwood LLC
  • Stamford, CT FULL_TIME
  • INTERNATIONAL ESTATE PLANNING ATTORNEY - CONNECTICUT OR FLORIDA OFFICES

    Cummings & Lockwood is currently seeking an experienced International Estate Planning Attorney with 5 years’ experience. This position can be based in our Stamford, Greenwich or West Hartford offices or Naples, Bonita Springs or Palm Beach Gardens, Florida offices.

    Desired Qualifications:

    Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Connecticut and/or New York or Florida bars

    Advising U.S. clients:

    • with foreign assets on the proper structures to hold those assets, to minimize U.S. taxes and coordinating with foreign counsel.
    • in structuring estate plan documents to benefit foreign beneficiaries.
    • who are married to a non-U.S. citizen spouse on tax and estate planning structures to minimize U.S. estate and gift tax.
    • on renouncing U.S. citizenship or abandoning long-term permanent residency

    on structuring ownership in foreign businesses to minimize U.S. tax

    Drafting U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinating with foreign counsel

    Administering estates of U.S. individuals who own foreign assets

    Advising foreign clients:

    • in structuring investments in the U.S., including the acquisition of real estate
    • in tax efficient structures to transfer assets to U.S. beneficiaries

    on pre-immigration planning

    Drafting U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinating with foreign counsel

    Administering estates of foreign individuals who own U.S. assets

    Advising clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.

    REQUIRED: Please email a cover letter, resume and transcripts.

    • Base Salary Range commensurate with experience, plus bonus potential and equity partner consideration

    Diverse candidates are highly encouraged to apply.

    AA/EOE

    Work Remotely

    • No

    Job Type: Full-time

    Pay: From $185,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities

    Education:

    • Doctorate (Required)

    Experience:

    • Legal: 5 years (Preferred)

    License/Certification:

    • Connecticut Bar License and/or Florida Bar License (Preferred)

    Work Location: In person

  • 1 Month Ago

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Director, Financial Planning
  • Webster Bank
  • Stamford, CT FULL_TIME
  • If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, business...
  • 20 Days Ago

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Senior Director, Marketing Planning
  • Charter Communications
  • Stamford, CT FULL_TIME
  • JOB SUMMARYThe Senior Director leads a team that is responsible for developing integrated marketing strategies, campaigns and plans across all Marketing. This team is responsible for integrating and c...
  • 4 Days Ago

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Senior Director, Wholesale Planning
  • vineyard vines
  • Stamford, CT FULL_TIME
  • Senior Director, Wholesale Planning About us: vineyard vines is a highly successful, privately held, American clothing and accessory retailer founded in 1998 on Martha’s Vineyard by brothers, Shep & I...
  • 9 Days Ago

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Director, Supply Planning (Cuisinart)
  • Cuisinart
  • Stamford, CT FULL_TIME
  • Conair, a global leader in the manufacture and distribution of personal care, health & beauty products, premium kitchen electrics, tools, and cookware, is seeking a Director, Supply Planning for the C...
  • 10 Days Ago

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Senior Director, Men's Planning
  • vineyard vines
  • Stamford, CT FULL_TIME
  • Senior Director of Men's Planning About us: vineyard vines is a highly successful, privately held, American clothing and accessory retailer founded in 1998 on Martha’s Vineyard by brothers, Shep & Ian...
  • 11 Days Ago

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0 Estate Planning Director jobs found in Greenwich, CT area

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Director of Planning & Procurement
  • City of New York
  • New York, NY
  • Job Description ***IMPORTANT NOTE: Only those who are currently serving as permanent or probable permanent Administrativ...
  • 3/28/2024 12:00:00 AM

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VP Associate Director, Experience Planning
  • Omnicom Health Group
  • New York, NY
  • Overview: 200 Varick St., New York, NY, 10014 Our Purpose Were a full-service agency dedicated to patients and marketing...
  • 3/28/2024 12:00:00 AM

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Associate Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Summary Description: The Associate Director of Planned Giving will be responsible for managing all aspects of the Planne...
  • 3/26/2024 12:00:00 AM

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Workforce Planning Director - 9 month contract
  • Jellyfish
  • New York, NY
  • At Jellyfish, we believe in the power of diverse perspectives and inclusive collaboration. We welcome individuals who ex...
  • 3/26/2024 12:00:00 AM

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Creative Ops Manager
  • Ring Concierge
  • New York, NY
  • Creative Ops Manager (NYC) About Role Ring Concierge seeks an experienced Creative Ops Manager to manage the internal cr...
  • 3/26/2024 12:00:00 AM

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Deputy Director, HIV Planning Council, Division Management & Systems Coordination
  • New York City, NY
  • Jamaica, NY
  • Established in 1805, the New York City Department of Health and Mental Hygiene (the NYC Health Department) is the oldest...
  • 3/25/2024 12:00:00 AM

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Food Service Director
  • HC&N Healthcare Solutions
  • Stony Point, NY
  • HC&N Healthcare Solutions - Food Service Director A nursing home is looking for a Food Service Director to join the team...
  • 3/24/2024 12:00:00 AM

Greenwich /ˈɡrɛnɪtʃ/ is a town in Fairfield County, Connecticut, United States. As of the 2010 census, the town had a total population of 61,171. It is the 10th largest municipality in Connecticut, and the largest that functions as a town (the remaining largest municipalities in the state function as cities). The largest town on Connecticut's Gold Coast, Greenwich is home to many hedge funds and other financial service firms. Greenwich is the southernmost and westernmost municipality in Connecticut as well as in the six-state region of New England. It is roughly 40 to 50 minutes by train from...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$148,921 to $221,485
Greenwich, Connecticut area prices
were up 1.7% from a year ago

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